Bank of America is on FGB’s Best Finance Companies for Women of 2018.
A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years,
Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
This position will focus on new acquisition and deepening of client relationships with individuals employed by our corporate clients. This is accomplished by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The CEBI client manger is a primary point of contact and a resident expert for products, services and strategies leveraged to engage with employees of our corporate clients. The CEBI Employee Relationship Manager will prioritize their time to meet the financial needs of customers through campus engagement and outbound calling. They are also personally responsible for uncovering the banking needs of clients and further connecting them to specialists and financial solutions that align to meet those needs. Individuals report to the National Performance Team
Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution
Strong communication and presentation skills
Minimum of one year demonstrated sales experience in the financial center or call center
Strong passion for helping clients
Ability to operate in a regulatory environment, complying with all applicable laws/regulations
Self starter and goal-oriented
Excellent time management and organizational skills
Availability to work weekends and/or unconventional hours as required to support the business
Experience with outbound phone sales
Interpersonal skills with the ability to uncover the personal banking needs of customers
Building relationships over time to gain in-depth knowledge of clients’ priorities and effectively positioning additional Bank of America products and services (including core banking, home loans, auto, etc.)
Acquiring and deepening client relationships through outreach, on site events, in-person conversation and referrals to specialists
Provide clients with specific services to meet needs
Delivering a personalized and rewarding experience for clients by executing a variety of defined client engagement strategies
Leveraging available resources and technologies to optimize the client experience
Ability to travel to meet client as needed
1st shift (United States of America)
Hours Per Week:
At Bank of America, we’re creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. Every day, we connect with 57 million customers, using our skills and expertise to help make their lives better.
We are committed to attracting and retaining top talent around the world to ensure we continue to deliver ...